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									                               Payment Request Form Training Text

Slide         Title                                       Narration
1     Introduction          Welcome to the Ticket to Work Training Series.

                            In this training session, we will discuss the Payment Request form.

2     Navigation            Let’s begin by discussing how this presentation works.

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3     Vision of Associate   Let us take a moment to introduce the vision of Bob Williams, the
      Commissioner for      Associate Commissioner of the Office of Employment Support Programs
      OESP                  with Social Security. In order to improve upon the availability and quality
                            of employment support programs, Mr. Williams has laid out his guiding
                            principles for the Ticket to Work Program, which he calls the Five Cs.

                            First, we will increase the availability and quality of choices available to
                            Ticket Holders. By providing more choices to Ticket Holders, they are
                            better able to obtain the skills they need and select employment that will
                            lead to self-sufficiency.

                            Second, we want to increase the capacity of the service providers. The
                            idea behind this is to increase both the number and quality of the service
                            providers to ensure employment and self-sufficiency outcomes for
                            beneficiaries.

                            Third, we will require greater coordination and collaboration among our
                            employment support providers. This ensures that services are provided in
                            the most simple, easy to understand, and straightforward manner as
                            possible.

                            Finally, we will also ensure that all of our employment support programs
                            produce increasingly credible results. There are many paths to success, so
                            we need to make sure that we open those paths that can improve the
                            performance of the Ticket to Work Program.
                        Throughout this session, you will learn how the Payment Request form is
                        used to ensure Mr. Williams’ final guiding principle: ensuring our
                        employment programs produce increasingly credible results.

4   Course Objectives   Upon completion of this training course, you will be able to:

                        Determine when a payment is available for your Employment Network;
                        Differentiate between evidentiary payment requests and certification
                        payment requests;
                        Complete the Payment Request form;
                        And identify resources to aid you with the Payment Request form.

5   When to Request a   As an Employment Network, you are entitled to receive payments for the
    Payment             services you provide that help beneficiaries along the path to self-
                        sufficiency. In order to receive these payments, you will need to complete
                        and submit the Payment Request Form. This starts by determining
                        whether a payment is available.

                        If you had assigned the Ticket under the Milestone/Outcome payment
                        method, then you may be eligible to receive a payment once the Ticket
                        Holder has earned the Trial Work Level amount.

                        Phase I Milestone 1 can be paid once the Ticket Holder has earned the
                        Trial Work Level amount for one month. This payment may also be
                        available if the beneficiary did not work the entire month, but has
                        earnings that would equal Trial Work Level if that person had worked the
                        entire month.

                        Phase I Milestone 2 can be paid once the Ticket Holder has earned the
                        Trial Work Level amount for three months within a six month period.

                        Phase I Milestone 3 can be paid once the Ticket Holder has earned the
                        Trial Work Level amount for six months within a 12 month period.

                        And Phase I Milestone 4 can be paid once the Ticket Holder has earned
                        the Trial Work Level amount for nine months within an 18 month period.

                        Phase II Milestones are paid when the Ticket Holder reaches Substantial
                        Gainful Activity level earnings but still receives benefits from Social
                        Security. All Phase II Milestone payments are based on SGA earnings and
                        single calendar months. Unlike Phase I Milestones, each month is treated
                        individually.

                        Outcome payments are made when the Ticket Holder reaches Substantial
                        Gainful Activity and has stopped receiving benefits.

                        In order to receive any of these payments, the Payment Request form
                          must be completed and submitted.

6   Payment Request       Before we take a look at the form, we need to discuss the two types of
    Types                 payment requests: evidentiary and certification.

7   Evidentiary Request   Let’s begin with evidentiary requests. These requests are based on
                          primary evidence showing that the beneficiary achieved the required level
                          of earnings for the EN to receive a payment.

                          Primary evidence includes pay stubs, earnings statements prepared and
                          signed by the employer, or earnings statements from The Work Number,
                          which is a third-party service that provides monthly earnings amounts.

                          Whatever the primary evidence, it must include:

                          The beginning and ending dates of the pay period, along with the actual
                          pay date;
                          Gross earnings for the claimed month;
                          The year-to-date gross earnings;
                          And withholdings.

                          The only exception is that if The Work Number is used, then withholdings
                          do not need to be present.

8   Certification         Now let’s take a look at the second type of request, which is a
    Request Payment       certification payment request. This request option makes it possible for
    Option                your EN to receive a payment even when you are unable to obtain
                          primary evidence, such as a paystub.

                          In this case, the first thing you will need to do is include secondary
                          earnings information. There are several types of secondary information.

                          One type is a recent dated contact. This is where you have had recent
                          contact with either the beneficiary or the employer and confirmed that
                          the beneficiary has earnings that qualify for either a milestone or
                          outcome payment. If you are using a recent dated contact, you will need
                          to include the type of contact that occurred, such as a phone call or an
                          email, the date when the contact took place, and a description of the
                          information you learned regarding the beneficiary’s earnings level.

                          The second is an Earnings Inquiry Request response you had received
                          from MAXIMUS. This includes Earnings Alerts you receive if you are
                          signed up for Universal Auto-Pay.

                          The third is data you had received from the National Directory of New
                          Hires, which hosts beneficiary earnings information.

                          And the fourth is the Self-Employment Income Form, which would only
                           apply if the Ticket Holder is self-employed, and a Milestone payment is
                           being requested. The actual Self-Employment Income form must be
                           completed and signed by the Ticket Holder, and must include monthly
                           gross income, monthly gross expenses, and a signed statement from the
                           beneficiary certifying self-employment.

                           The second item you’ll need to include as part of a certification request is
                           a repayment agreement. This agreement states that the EN will either
                           repay the amount or allow the amount to be deducted from future
                           payments if it is determined later that the EN was not entitled to the
                           payment.

                           It should be noted that certification requests take longer to process. This
                           is because secondary information is considered “alleged” earnings or
                           earnings leads. As a result, Social Security will need to verify these
                           earnings before any payment can be made.

9    Check Your            Let’s take a moment to check your understanding of the material we’ve
     Understanding         covered so far. This is strictly for your understanding; no score is given or
                           collected.

10   Check Your
     Understanding
11   Payment Request       Let’s now move into the actual form, which can be downloaded from the
     Form                  www.yourtickettowork.com website. In the Employment Networks
                           section, click on Forms. The Payment Request form is located under the
                           Payments header.

12   Employment            Section I of the form asks your EN’s name and DUNS number. Next, you’ll
     Network               want to state whether your EN’s bank account information is current with
     Information           the Central Contractor Registration. If it is not, you will need to visit
                           www.ccr.gov to update the information. Any incorrect or outdated
                           information will prevent payment to the EN.

13   Ticket-holder         Section II asks for information about the Ticket Holder. This includes the
     Information           Ticket Holder’s name, Social Security Number, employer, and the
                           employer’s address, if available. The final item in this part is the payment
                           method. Mark whether this Ticket was assigned under the Outcome-Only
                           payment method, or the Milestone-Outcome payment method.

14   Phase 1 – Milestone   Section III of the form needs to be completed when requesting a Phase I
     1 Earnings            Milestone 1 payment. If you are requesting a Phase I Milestone 1
     Information           payment, then you would need to indicate whether the beneficiary
                           earned Trial Work Level during the claim month; earned less than Trial
                           Work Level, but expects to earn that level within the next two months; or
                           earned less than Trial Work Level and does not expect to earn that level
                           within the next two months.
                            Please note that it is extremely important that you complete this section
                            if you are requesting a Phase I Milestone 1 payment. If this section has
                            not been completed, the payment request will be denied.

15   Payment Request        In Section IV, indicate if this is an Evidentiary Payment Request or
     Details                Certification Payment Request. Also, you will need to provide the claim
                            month and year for this payment request. If there are multiple months,
                            list all months for which the payment request applies.

16   EN Services Details    Section V of the Payment Request form needs to be completed when
                            requesting payments for Phase I Milestones 1, 2, and 3.

                            If you are requesting a Phase I Milestone 1 payment, you will need to list
                            the services that were provided to the beneficiary as well as the dates
                            that those services were provided. For Phase I Milestones 2 and 3, you
                            will need to detail those services that were provided since the last
                            milestone payment month. If this information is not included with the
                            payment request, the Milestone payment will be denied.

                            There is a note on the bottom of this section stating that, in addition to
                            the Payment Request form, the Certification of Services must be
                            submitted along with certain payment requests. For more information
                            about the Certification of Services, you may review the training available
                            on www.yourtickettowork.com.

17   Evidentiary Earnings   If you are making an evidentiary payment request, you will need to
     Information            complete Section VI of this form. In this section, you will need to indicate
                            the type of evidence you are submitting along with the request. As
                            mentioned previously, this may be a pay stub, an earnings statement
                            prepared and signed by the employer, or information from a third party
                            source.

18   Certification          If you are making a certification payment request, then you need to
     Payment Request        complete Section VII of the form. First, you will need to indicate the type
     Details                of certification information that is being submitted along with the
                            request. As mentioned earlier in this session, this may be recent contact
                            with the beneficiary or the employer, an Earnings Inquiry Request
                            response or Earnings Alert, data from the National Directory of New
                            Hires, or the Self Employment Income form.

                            If you select one of the first two options, recent contact with the
                            beneficiary or employer, then you need to provide details of that contact.
                            This includes the type of contact, such as email or phone call, the date of
                            the contact, and a description of what you learned regarding the
                            beneficiary’s earnings.
19   Repayment             The final two sections of the form are shown here. Section VIII is the
     Agreement and         Repayment Agreement, which is mandatory for certification requests.
     Contact Information   This agreement states that the EN will either repay the amount or allow
                           the amount to be deducted from future payments if it is determined later
                           that the EN was not entitled to the payment. You will need to sign this
                           section and provide the date of the signature.

                           Section IX simply asks for the contact information of the EN
                           representative who is requesting the payment. In this section, you’ll need
                           to provide your name, phone number, fax number, and email address.

20   Submitting the Form   Once the form is complete, you may fax the form, and any evidentiary or
                           certification documentation, to MAXIMUS at 703-893-4149. You may also
                           mail the request to MAXIMUS using the address given on this slide.

21   Processing the Form   After MAXIMUS receives your payment request, the documents will be
                           reviewed to ensure the necessary information has been included.
                           Additionally, MAXIMUS will evaluate the documents you submitted to
                           verify authenticity, and certify that what was submitted is sufficient
                           evidence to document earnings. If the information is incomplete, an
                           Account Manager will contact you to acquire the missing information.

                           When the payment request is processed and approved, Social Security
                           will electronically transfer the payment to the established EN bank
                           account on file.

                           In some cases, the payment request is denied. If this occurs, the EN will
                           be notified of the denial via the EN Payment Status Report.

22   EN Payment Status     Let’s take a look at that report. Every Friday, your Employment Network
     Report                will receive weekly status reports of all payment requests received by
                           MAXIMUS. As shown here, the report reflects year-to-date payment
                           activity data and includes:

                           The date each payment request was received by MAXIMUS,
                           Beneficiary name,
                           Payment option,
                           Dollar amount paid,
                           Claim months,
                           And the status of each payment request submitted.

                           This report is the best way to determine whether a payment has been
                           denied or approved.

                           If 30 days have passed since your payment request was sent to Social
                           Security by MAXIMUS, and a payment or denial has not been issued, you
                           may contact your Account Manager for more information. It is possible
                           that the case was put on hold for additional processing by the Social
                     Security field office, or that there is additional information that must be
                     submitted.

23   Check Your      Let’s take a moment to check your understanding of the material we’ve
     Understanding   covered so far. This is strictly for your understanding; no score is given or
                     collected.

24   Check Your
     Understanding
25   Resources for   If you have any questions when completing the Payment Request form,
     Success         there are several resources you can turn to for answers.

                     First, you can call the toll free helpline for assistance from the Technical
                     Assistance and Support Center, or TASC. TASC was established to address
                     technical assistance needs of the participating ENs. In doing so, TASC can
                     provide regional and functional services to help enhance internal
                     procedures, increase Ticket assignments and payments, and ensure more
                     Ticket Holders access and retain employment.

                     Additionally, service providers can visit www.yourtickettowork.com to
                     obtain additional information and review available training materials.

                     Finally, once a month, both MAXIMUS and Social Security host a call to
                     discuss changes and emerging issues regarding the Ticket to Work
                     Program. There are two separate calls: one for ENs, and one for VRs. The
                     All EN Call takes place on the first Thursday of every month, while the All
                     VR Call takes place on the second Tuesday of every month. Please contact
                     your Account Manager for more information regarding these calls.

26   Key Points      Let’s take a moment to review the key points that were covered in this
                     lesson.

                     First, we discussed how to determine when a payment is available. For
                     Phase I Milestones, the beneficiary must have reached Trial Work Level
                     amounts. For Phase II Milestones and Outcome payments, the beneficiary
                     must have reached Substantial Gainful Activity earnings levels.

                     We then differentiated between evidentiary payment requests and
                     certification payment requests. Evidentiary requests are based on
                     primary evidence showing that the beneficiary achieved the required level
                     of earnings for the EN to receive a payment, while certification requests
                     are based on secondary evidence and require a signed repayment
                     agreement.

                     Next, we discussed completing the Payment Request form. You will need
                     to provide information regarding your EN and the Ticket Holder, and then
                     indicate the type of request that is being made: evidentiary or
                     certification. For Phase I Milestones 1 through 3, you will need to
                          complete the EN Services Details section of the form to include the
                          services that were provided to the beneficiary. You will then need to
                          indicate the types of earnings documentation you are submitting and sign
                          the repayment agreement. To complete the form, you’ll need to provide
                          the contact information of the person submitting the request.

                          Finally, we identified resources to aid you with the Payment Request
                          form. These resources included the TASC helpline, the
                          www.yourtickettowork.com website, and the monthly calls hosted by
                          Social Security and MAXIMUS.

27   This Completes The   This completes the Payment Request Form training session. Before you
     Ticket To Work       exit the course, please click the link on this slide to complete an
     Certification of     evaluation of this training, as your opinion is very important to us.
     Services Training
                          Thank you for taking this course and giving us an opportunity to meet
                          your training needs. If you have any additional questions, please contact
                          your Account Manager.

								
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